"I am happy with the experience and definitely I would recommend the services." (Thomas K., NY)

My Remote Accounting

For our clients, remote accounting is an amazing opportunity! We routinely have agencies that are not large enough to employ a full time book keeper and the owner would much rather spend time doing what he does best, selling insurance and running his company. With remote accounting you can have someone get to know your agency, help you with the few hours a month you need work done and stay in that selling mode!  Or if you need cleanup or your bookkeeper is out of the office for an unscheduled amount of time! 

We are here to lighten the load, clear up confusion and anxiety, and propel you forward with the knowledge that your books are in good hands.

A few of the items we handle, but are not limited to:

  • Invoicing
  • Posting Payment Receipt
  • Expenses
  • Bank Reconciliation
  • Commission Statement Reconciliation
  • Month-End and Year-End
  • Production Reports
  • Budgets
  • Payroll
  • Bill Payment

Insurance accounting is a very specialized skill with many agencies operating on both a cash basis and accrual basis. We hear stories of how hard it is to find a good book keeper that can understand and operate the books as they should. This is our forte and we will work hand in hand with your CPA for your best outcome.


Accounting System proficiency with:

  • Newton by Agency Systems
  • Instar
  • Quickbooks
  • Peachtree
  • AMS 360

My Remote CSR

Remote CSR is a wonderful resource to side step the trouble of hiring an employee to keep an office flowing. If you have someone who resigns suddenly or is injured, our Remote CSRs can come in through a remote connection and keep up with the work. Since they may not have a license in your state, they won't be able to answer to clients or deal with companies but there is a large amount of work that can be accomplished.

A few of the tasks suggested but not limited to:

  • Process and Check New Business and Renewal Policies
  • Process Endorsements (some requests too)
  • Generate Certificates (singular and renewal processing)
  • Gather Details for Submissions (both New and Re-Quoting business)
  • Work a CSR's Followup List
  • Review Client Statuses
  • Process Claims Paperwork
  • Reviewing Marketing Possibilities
  • Data Cleanup

Our Remote CSRs have many years of experience inside an insurance agency and have worked with both Personal and Commercial Lines. They are fast, efficient and have the eye for detail you need in this industry.

 

CSR System proficiency with:

  • Newton by Agency Systems
  • Sagitta
  • Epic
  • AMS 360
  • TAM

Frequently-Asked Questions

Excited about having a resource for immediate help and want to know more?  We have listed our most commonly-asked questions regarding remote work.

Do you have a question and don't see an answer?  Please give us a call at 804-909-3123 or fill out this simple form and we'll get in touch with you:

Name:
Email:
Phone:
What would you like to know?
 

 

Maximum Results

We are offering to you a valuable service and want to be sure that we have provided your office the services you have an immediate need with.

We suggest you make a list of the areas that are most critical and how you foresee us being of the most help. Meeting your expectations starts with communication of them and we want to design a plan around these first items before moving forward.

Please email your list to us at  info@myremoteagency.com

Highlights

  • Imagine your office working more efficiently and your current staff gaining more client to client time, boosting sales.
  • Imagine the peace of mind that comes with knowing that your accounting balances and work is being completed regardless of what is happening in your office,
  • Imagine you having more time to focus on other areas of the business such as growth, or increasing time with your family.

About Us

We seek to help our fellow agents thrive in today's economy and release the headaches that come with owning a business.

We are proud to supply this valuable service while using our brightest asset, our fellow Americans.